COMP <GO>
DBX vs APPF // NET PROFIT MARGIN
Dropbox Inc. (NASDAQ) VS. AppFolio Inc. (NASDAQ) • 15-METRIC TALLY: DBX 7
— APPF 5
▲ NET PROFIT MARGIN LEADER: DBX
LAST: $35.64 (-1.68%) • MKT CAP: $8.04B
net-margins
20.20%
LAST: $224.86 (+5.44%) • MKT CAP: $7.97B
net-margins
14.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DBX VS. APPF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DBX | APPF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 80.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 83.10% | 20.60% | +62.50 | DBX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.1x | 46.9x | -33.80 | DBX | /valuation <GO> |
| Free Cash Flow Yield | 11.36% | 3.25% | +8.11 | DBX | /fcf-yield <GO> |
| Operating Margin | 27.30% | 16.10% | +11.20 | DBX | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 20.20% | 14.80% | +5.40 | DBX | /net-margins <GO> |
| Revenue Growth (YoY) | -1.10% | 19.70% | -20.80 | APPF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.57 | 26.00 | -25.43 | APPF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | APPF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.1 | 60.8 | -12.70 | APPF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.18 | 1.23 | -0.05 | APPF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 43.8x | -28.80 | DBX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.04B | $7.97B | $71.7M | DBX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DBX REV | APPF REV | DBX GROSS % | APPF GROSS % | DBX FCF | APPF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.52B | $950.8M | 80.1% | — | $930.8M | $238.9M |
| FY 2024 | $2.55B | $794.2M | 82.5% | — | $871.6M | $186.1M |
| FY 2023 | $2.50B | $620.4M | — | — | $671.1M | $32.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DBX // BETA 1.18
APPF // BETA 1.23